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FTF

Franklin Limited Duration Income Trust
FTF

75 hedge funds and large institutions have $88.1M invested in Franklin Limited Duration Income Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $81.1M → $88.1M (+$6.96M)

4.72% more ownership

Funds ownership: 58.1% → 62.82% (+4.7%)

7% less funds holding

Funds holding: 81 → 75 (-6)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

42% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 31

Holders
75
Holders Change
-6
Holders Change %
-7.41%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
18
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$4.61M
2
Morgan Stanley
Morgan Stanley
New York
+$2.9M
3
BCI
Brinker Capital Investments
Pennsylvania
+$2.66M
4
OPS
Orion Portfolio Solutions
Nebraska
+$2.66M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$790K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$4.23M
2
WAM
Wolverine Asset Management
Illinois
-$989K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$434K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$375K
5
GC
Guggenheim Capital
Illinois
-$348K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
76
Rivernorth Capital Management
Florida
– -$4.23M -684,485 Closed
WP
77
Woodline Partners
California
– -$340K -55,047 Closed
ACM
78
Arlington Capital Management
Illinois
– -$254K -41,046 Closed
SFS
79
Sowell Financial Services
Arkansas
– -$174K -28,193 Closed
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
– -$102K -16,424 Closed
Nomura Holdings
81
Nomura Holdings
Japan
– -$92.7K -15,000 Closed
XT
82
XTX Topco
Cayman Islands
– -$73.1K -11,825 Closed
TC
83
TownSquare Capital
Utah
– -$69.9K -11,308 Closed
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
– -$13.2K -2,132 Closed
Citigroup
85
Citigroup
New York
– -$6.68K -1,081 Closed
CAM
86
Chesapeake Asset Management
New York
– -$2.01K -325 Closed
BWA
87
BDO Wealth Advisors
Florida
– -$1.16K -188 Closed
US Bancorp
88
US Bancorp
Minnesota
– -$711 -115 Closed
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
– +$365 +59 New
1 2 3
4

FTF Hedge Fund Activity: Q2 2023 in Review

75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q2 2023, worth a combined $88.1M — up 8.6% from $81.1M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FTF and 8 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 18 added.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $4.61M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $4.23M sold.

  • 75 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q2 2023, down from 81 in Q1 2023.
  • Funds reported $88.1M of Franklin Limited Duration Income Trust stock for Q2 2023, up 8.6% quarter-over-quarter.
  • 8 funds opened new Franklin Limited Duration Income Trust positions in Q2 2023 and 13 closed out, a net change of -5 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q2 2023 was Thomas J. Herzfeld Advisors, an estimated $4.61M added.
  • The largest Franklin Limited Duration Income Trust seller in Q2 2023 was Rivernorth Capital Management, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2023.